John WolfsbergCRD Number: 6222573
Current Firm: Centerpoint Advisors, LLC
John Wolfsberg (CRD# 6222573) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 3 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Centerpoint Advisors, LLC||Needham, MA||Jan 2017 - Current||5|
|Gw&k Investment Management||Boston, MA||Dec 2015 - Dec 2017||2|
|State Street Bank||Boston, MA||Jan 2015 - Dec 2015||< 1|
|Charlie Horse Resteraunt||West Bridgewater, MA||Jul 2014 - Mar 2015||< 1|
|Splitsville At Howl At The Moon||Foxborough, MA||Jul 2014 - Jan 2015||< 1|
|Stonehill College||Easton, MA||Jan 2012 - Dec 2014||2|
|State Street Bank||Boston, MA||Jun 2014 - Aug 2014||< 1|
|Detwiler Fenton||Boston, MA||Jun 2013 - Aug 2013||< 1|
|Humboldt Moving Company||Canton, MA||Jun 2013 - Aug 2013||< 1|
|Humboldt Moving Company||Canton, MA||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
Total Assets Under Management426MILLIONS
Total Number of Accounts769ACCOUNTS
Average Account Value$553,675
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, TX
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